About SmartAsset:

SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products.

We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators. SmartAsset was also named to Y Combinator’s list of Top 100 Companies of all time and Forbes’ list of America’s Best Startup Employers in 2020.

SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.  

About you:

You are highly proactive, highly organized, self-motivated, and strategic. You thrive in a client facing role where you are easily able to form, maintain, & grow relationships.

Responsibilities:

• Serve as a trusted partner by being the first point of contact for Financial Advisors in the SmartAsset network, ensuring the best possible Advisor experience
• Strategically identify new ways to engage and retain clients
• Maximize revenue with current clients by identifying client needs and pain points, selling additional products and upselling
• Counsel Advisors on best practices, helping them get the most out of their SmartAdvisor campaign
• Manage and drive revenue in a growing book of Financial Advisor accounts
• Share feedback from Advisors with the sales and product teams to ensure that Advisors’ voices are heard
• Maximize Advisor budget, happiness and retention
• Maintain up-to-date Salesforce records for Advisor accounts

Required Skills and Experience:

• Experience in an account management or business development role
• Experience handling a large volume of clients 
• Strong communication skills and a great phone presence
• Ability to forge strong relationships via phone and email
• Consultative sales skills to identify unmet customer needs
• Comfortable in a fast-paced, high-growth startup environment
• Past experience in account management preferred
• Attention to detail; excellent organization and time-management skills

Available Benefits and Perks: 

All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the US.

• Medical, Dental, Vision - multiple packages available based on your individualized needs
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available 
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care 
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off:  PTO, 3 Month Paid Parental Leave,  Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at [email protected].

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $45 - 60K + commission + equity + benefits 

Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.